| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 4 EMBARCADERO CENTER, SUITE 400 · SAN FRANCISCO, CA 941114156 | Actuarial | $184,187 |
Filed as: CONDUENT HR CONSULTING Service code 15 · EIN 13-3954297 | Recordkeeping | $28,931 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS Service code 15 · EIN 13-3954297 | Recordkeeping | $7,068 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.90% | 13.03%-0.1pp | 10.36%+2.5pp | 23.90%-11.0pp |
| Employer contribution / active EE | $0 | $15,779-100.0% | $37,738-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |